GigaCloud Technology Inc. offers comprehensive business-to-business e-commerce solutions tailored for the sale of large, bulky merchandise. Its digital marketplace acts as a ...
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Est. EPS $1.07 · Revenue $384.62M · 1 analysts
Est. EPS $1.22 · Revenue $401.06M · 1 analysts
Est. EPS $4.38 · Revenue $1.55B · 1 analysts
Est. EPS $1.14 · Revenue $387.00M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.3B | +11.1% | +14.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $137.4M | +9.2% | +11.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +23.3% | -5.1% | +7.4% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +11.2% | -0.0% | -2.3% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +10.6% | -1.7% | -3.0% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $182.8M | +28.2% | +272.2% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +14.2% | +15.4% | +250.4% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 96.7% | -19.1% | +1.9% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.02x | -2.6% | +1.1% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.2B | +12.3% | +3.5% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 3.59 vs 3.13 | +14.7% | 1.16 vs 0.90 | +28.9% |
| Revenue Surprise | $1.3B vs $1.3B | +2.4% | $411.6M vs $380.6M | +8.1% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 20, 2026 | Wu Lei | director, 10 percent owner, officer: Chief Executive Officer | Class B Ordinary Shares, par value $0.05 per share | D | 413,942 | — |
| Aug 20, 2026 | Wu Lei | director, 10 percent owner, officer: Chief Executive Officer | Forward sale contract (obligation to sell) | A | 413,942 | — |
| Aug 20, 2026 | Wu Lei | director, 10 percent owner, officer: Chief Executive Officer | Class A Ordinary Shares, par value $0.05 per share | A | 413,942 | — |
| Aug 17, 2026 | VISSER JAN WILLIAM | director | Class A Ordinary Shares, par value $0.05 per share | A | 549 | — |
| Aug 17, 2026 | LEBENSBURGER KENNETH E JR | director | Class A Ordinary Shares, par value $0.05 per share | A | 549 | — |
Operator: Good day, everyone, and welcome to GigaCloud Technologies First Quarter 2026 Earnings Conference Call. Joining us today are GigaCloud's Founder and Chief Executive Officer, Larry Wu; its President, Iman Schrock, and its Chief Financial Officer, Erica Wei. Larry, will provide opening remarks. Iman, will discuss the company's operation progress, and Erica will review financial results. After that, we will open the call to questions. As a reminder, this conference call contains statements about future events and expectations that are forward-looking in nature, and actual results may differ materially. Additionally, today's call will include a discussion of non-GAAP measures within the meaning of SEC Regulation G. When required, a reconciliation of all non-GAAP financial measures to the most direct comparable financial measures calculated and presented in accordance with GAAP can be found in the press release issued today by GigaCloud, which is posted on the company's website. Now I will turn the call over to Larry. Please go ahead. Lei Wu: Thank you, operator, and hello, everyone. Our first quarter results highlight the resilience of our business model and the effectiveness of our strategy. During the quarter, industry conditions remain under pressure with the U.S. furniture industry estimated to be down single digit year-over-year. While the U.S. remains a critically important market for us, our performance reflects the power of diversification. Driven by the disciplined execution across multiple fronts, we've delivered more than 30% year-over-year revenue growth and more than 50% EPS growth, proof of a sound strategy and consistent disciplined execution, all guided by a long-term view of where we're headed. The long-term view is our comp, and it keeps us focused on what works, building multiple growth vectors while staying agile and responsive as conditions evolve. That approach continued to deliver across both what's driving us now and what we are building for the future. And the future we're building is clear, a truly channel-agnostic marketplace that serves every corner of the big and bulky industry, whether online or offline, domestic or international, spanning categories and borders, wherever our customers choose to do business. Europe continues to be a powerful proof point, delivering growth today and demonstrating our model scales. What works here works abroad. Our success in Europe is a strong validation of our strategy, reflecting the value of long-term strategic positioning, thoughtful investment, and the ability to effectively localize. At the same time, we're building for the future. The acquisition of New Classic adds a new and promising growth vector to our platform. While integration is on track and the New Classic has already deepened our capabilities by broadening our offering, its full contribution lies ahead. We're approaching it deliberately confident that with time and the disciplined execution, these new …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Lei Wu | Founder, Chairman & Chief Executive Officer | USD 1,238,809 | Male | 1971 | Active |
Xiaoyang Wei | Chief Financial Officer | USD 514,602 | Female | 1991 | Active |
Xinyan Hao | Chief Operationg officer | USD 444,561 | Male | 1982 | Active |
Marshall Bernes | Head of Brand Center & Director | USD 396,458 | Male | 1944 | Active |
Xin Wan | Chief Technology Officer | USD 375,938 | Male | 1979 | Active |
Iman Schrock | President | USD 361,527 | Male | 1985 | Active |
Kwok Hei Lau | Advisor | USD 321,694 | Male | 1988 | Active |
Zoe Wong | General Counsel | — | Female | — | Active |
GigaCloud Technology Inc. is rated 'Buy' with a 25-26% 12-month upside, driven by robust execution and platform scalability. GCT consistently beats sales and earnings estimates, with Q2 2026 revenue up 27.6% YoY and net income margin at 10.3%. Expansion in the EU and a growing 3P seller base are expected to structurally enhance margins and drive future growth.
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When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
